Configure the Content Management Version Document and Attachment Feature

Contents

When configuring the Content Management version and attachment feature, Oracle Primavera recommends that you set the attachment storage type only when creating new projects or when a plan is in place to migrate the attachments for an existing project to the new repository. Switching back and forth between the file server and the content repository is not recommended.

1. Log on to the Contract Management Administration Application.
2. Click Content Management.
3. For new projects:
   • Select Version Documents on Save for new projects to automatically version documents.
   • Select Store attachments in the repository for new projects to use the repository for attachments.
4. Click the name of the appropriate project to select it.
5. Mark the Version Documents on Save checkbox for the selected project to automatically create a new version of a document when you save the document.
6. Click the Attachment Storage Type field and then click the arrow to choose which type of storage to use for the attachments (File Server or Repository).
   • If you chose File Server as the storage type, go to step 7.
   • If you chose Repository as the storage type:
     1. In the Repository Storage Type field, specify which content repository configuration applies to the project. If you are using Contract Management with a CMIS content repository, then choose CMIS. If you are using Contract Management with an Oracle WebCenter Content Core Capabilities (WCCC) or Microsoft SharePoint repository, then choose one of the available configurations.

        If you want to change the content repository configuration for a project that is already connected to a WCCC or SharePoint repository configuration, and if the original configuration contains documents, then you must move the folder structure that contains these documents to the new repository configuration location before you select the new repository configuration in Contract Management Administration in order for these documents to be available with the project in Contract Management. For example, say a project is connected to a WCCC or SharePoint repository configuration called "Content Repository 1" and you want to connect the project to a new repository configuration called "Content Repository 2" instead. If there are documents in Content Repository 1, then you must move the folder structure that contains these documents to the location for Content Repository 2 in order for these documents to be available with the project in Contract Management.

     2. Go to step 10. The attachments will automatically be stored on the repository under the project and contract. You do not choose the location.
7. Click Add a new location to specify a location for attachments for the project. All attachments for this project will go in the same location.
8. In the Location Name field, enter the name of the location file server where the attachments will be stored.
9. In the Path field, click the field and then click browse . In the resulting dialog box, navigate to the folder location, select the folder, and click Select Folder.
10. Click Save when finished.